Introducing your new Board of Directors
Introducing your new Board of Directors!
|[pic] |Mark Cade, CFP, CFS, RHU, President: President - Cade |[pic] |Steve Ritz, CFP, Chairman: President – Newport Pension |
| |Group, Inc. President of Riverview Hospital Foundation | |Management. Served on board as Education Coordinator, |
| |in Noblesville. Securities Principle & Registered | |President, & President-Elect. President of Northwestern |
| |Investment Advisor. Member of the Estate Planning | |University Club of Indianapolis. Chairman of Kiwanis |
| |Council of Indianapolis. | |Club of Indianapolis. |
|[pic] |Brent Emerick, CFP, President -Elect: President |[pic] |Chris Hirschfeld, Secretary: VP Investment Banking – |
| |Comprehensive Financial Planning Services Corp. 29 | |Goelzer & Company. Over 10 years of Financial |
| |years of experience. Securities Principle and | |Experience. President, VP of Public Relations, & Board |
| |Registered Investment Advisor. Local ICFP (’86 | |Member of IAFP, Indianapolis Chapter. BA Government & |
| |founding) Chairman/Pres./ Govt. Relations Dir. BSEE | |Business Admin.- Notre Dame. MBA for Finance-Univ. of |
| |from Valparaiso Tech. | |Chicago. |
|[pic] |Doug Ehlen, CPA, Treasurer: Ehlen Heldman & Co., PC. |[pic] |Judith Sauers, CFP, |
| |Graduated from IU School of Business. Member of | |Newsletter Editor: Senior Financial Advisor – American |
| |American Institute of Certified Public Accountants. | |Express Financial Advisor’s Inc. Securities and |
| |Professional Services include Income and Estate Tax | |Insurance Licensed. Member of American Business Women’s |
| |Planning and Compliance for businesses and individuals.| |Association and National Association for Female |
| | | |Executives. |
| |Jeff Heck, General Counsel: |[pic] |Brian Martin, CFP, Education Director: President – |
| |Estate Planning Attorney. Partner of Robinson & Heck, | |Cambridge Financial Consultants, LLC. Served 3 years on|
| |Attorneys-at-law. President 1999-2000 of Broadripple | |board as Education Director. BS in Business |
| |Kiwanis Club and Foundation. | |Administration and Economics from University of |
| | | |Indianapolis. On the Alumni Board of Directors for U of |
| | | |I. |
|[pic] |Richard Bousum, CFP, Membership Director: President – |[pic] |Rhoda Israelov, CFP, CLU, MS, Corporate Relations |
| |Capital Planning Associates. ICFP Member for over 12 | |Director: First Vice President - Investments of Salomon |
| |years. Served as Membership Director for over 6 years. | |Smith Barney. Degrees in Secondary English Ed & Hebrew |
| |Received his BA from Purdue University and BS from | |Language Ed. MS in Financial Planning. Writes financial |
| |Butler University. Was a Teacher at Ben Davis High | |columns for Indianapolis Business Journal and Senior |
| |School for 11 years. | |Beacon. |
|[pic] |Scott Fergeson, CFP, |[pic] |David Yearwood, CFP, Chairman of Finance Committee: Vice|
| |Government Relations Director: Vice President – | |President – Charter Advisory Corp. CIS ICFP Treasure |
| |Investment Management. 30 years. investment experience.| |over 3 years. President of Brownsburg Public Library. |
| |A founding director of the Build Indiana Council. | |Parish Council Officer. |
| |Graduate of the College of William and Mary. | | |
|[pic] |John Guy, CFP, Director at Large: Started Wealth | |Karen Kane, Director at Large: Financial Advisor – |
| |Planning and Management, LLC in 1997. Account Exec. w/| |Waddell & Reed Financial Services. |
| |Morgan Stanley Dean Witter from 1970-97. Was local | | |
| |president & National Director of the IAFP. Authored | | |
| |“How to Invest Someone Else’s Money.” | | |
|[pic] |Shirley Mueller, M.D, |[pic] |Lisa Nordhoff, ACS, RFC, Director at Large: Vice |
| |Director at Large: Investment Representative – New | |President of Annuity Marketing, Conseco Companies. With |
| |England Financial. Enrolled in CFP curriculum from | |Conseco for over 10 years in Marketing & Sales |
| |Denver. Neurologist prior to 1996 at St. Vincent’s | |Positions. Registered Financial Consultant. Holds life &|
| |Hospital. Holds her Series 7, Series 65, & Insurance | |health insurance licenses & NASD Series 6 & 63. |
| |License. | | |
-----------------------
[pic]
[pic]
Photo
Not Available
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- report to the board
- introducing your new board of directors
- usa ultimate board of directors meeting
- town board — minutes september 13 2010
- dp r spec template home city and county of denver
- 2006 university of colorado denver
- middletown delaware county
- university of colorado at denver and health sciences center
Related searches
- board of directors criteria
- board of directors structure
- nonprofit board of directors structure
- board of directors organizational structure
- nonprofit board of directors template
- corporation board of directors structure
- board of directors governance model
- board of directors formation template
- board of directors agreement
- board of directors documents
- board of directors information form
- board of directors vs management